PepsiCo
PEP
3,476 hedge funds and large institutions have $160B invested in PepsiCo in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,090 increasing their positions, 1,638 reducing their positions, and 186 closing their positions.
110% more first-time investments, than exits
New positions opened: 390 | Existing positions closed: 186
4% more funds holding
Funds holding: 3,343 → 3,476 (+133)
1.34% more ownership
Funds ownership: 73.82% → 75.16% (+1.3%)
5% less call options, than puts
Call options by funds: $1.61B | Put options by funds: $1.71B
7% less capital invested
Capital invested by funds: $172B → $160B (-$11.8B)
16% less funds holding in top 10
Funds holding in top 10: 75 → 63 (-12)
33% less repeat investments, than reductions
Existing positions increased: 1,090 | Existing positions reduced: 1,638
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$939M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$632M |
| 3 |
BlackRock
New York
|
+$369M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$319M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$281M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$660M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$557M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$524M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$387M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$144M |
PEP Hedge Fund Activity: Q4 2024 in Review
3,476 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2024, worth a combined $160B — down 6.9% from $172B a quarter earlier.
Buyers outnumbered sellers: 390 funds opened new PEP positions and 186 closed out — a net gain of 204 holders — while 1,090 added to existing stakes and 1,638 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $939M. The largest seller was T. Rowe Price Associates, cutting an estimated $660M.
- 3,476 institutional investors held PepsiCo (PEP) as of Q4 2024, up from 3,343 in Q3 2024.
- Funds reported $160B of PepsiCo stock for Q4 2024, down 6.9% quarter-over-quarter.
- 390 funds opened new PepsiCo positions in Q4 2024 and 186 closed out, a net change of +204 holders.
- The largest PepsiCo buyer in Q4 2024 was JP Morgan Chase, an estimated $939M added.
- The largest PepsiCo seller in Q4 2024 was T. Rowe Price Associates, an estimated $660M sold.
Based on aggregated 13F filings for Q4 2024.